| Vigilant Capital Management, LLC | 107 | $10.0K | 0.00% | +107 | New |
| Cambridge Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $9.00K | 0.00% | −7−6.9% | Reduced |
| Sutton Wealth Advisors Inc. | 97 | $8.99K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 85 | $8.00K | 0.00% | −11−11.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $8.00K | 0.00% | +35+62.5% | Added |
| HM Payson & Co | 78 | $7.00K | 0.00% | +6+8.3% | Added |
| AdvisorNet Financial, Inc | 68 | $6.00K | 0.00% | +48+240.0% | Added |
| Raffa Wealth Management, LLC | 57 | $5.28K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 62 | $5.00K | 0.00% | −62−50.0% | Reduced |
| American National Bank | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $5.00K | 0.00% | +15+37.5% | Added |
| West Paces Advisors Inc. | 45 | $4.17K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 49 | $4.00K | 0.01% | −623−92.7% | Reduced |
| Ci Investments Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $4.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 43 | $4.00K | 0.00% | +31+258.3% | Added |
| Trust Co of Vermont | 47 | $4.00K | 0.00% | +47 | New |
| Capital Advisors, Ltd. LLC | 40 | $4.00K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 47 | $4.00K | 0.00% | +47 | New |
| Investors Research Corp | 47 | $4.00K | 0.00% | +47 | New |
| Enterprise Trust & Investment Co | 43 | $4.00K | 0.00% | +43 | New |
| Standard Family Office LLC | 48 | $4.00K | 0.04% | +48 | New |
| Steward Financial Group LLC | 50 | $4.00K | 0.00% | +50 | New |
| BerganKDV Wealth Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Heritage Financial Services, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +8+50.0% | Added |
| Curi Capital | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 23 | $2.00K | 0.00% | +23 | New |
| Ancora Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Sargent Bickham Lagudis LLC | 23 | $2.00K | 0.00% | +23 | New |
| Carmichael Hill & Associates, Inc. | 23 | $2.00K | 0.00% | +23 | New |
| Eagle Bay Advisors LLC | 18 | $1.67K | 0.00% | +18 | New |
| Exane Derivatives | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | −37−77.1% | Reduced |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | −32−82.1% | Reduced |
| Itau Unibanco Holding S.A. | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Sandy Spring Bank | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $1.00K | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 9 | $1.00K | 0.00% | +9 | New |
| Tfo-TDC, LLC | 13 | $1.00K | 0.00% | +13 | New |
| WFA of San Diego, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Financial Synergies Wealth Advisors, Inc. | 8 | $742 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | −154−96.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 186 | – | – | +26+16.3% | Added |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −540,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −503,062−100.0% | Sold out |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −441,264−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −401,199−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −275,817−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −167,436−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −140,855−100.0% | Sold out |
| Artha Asset Management LLC | 0 | $0 | 0.00% | −119,366−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −118,049−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −85,868−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −84,059−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −70,434−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −64,032−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −54,157−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −40,875−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,443−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −22,440−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −20,425−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −17,623−100.0% | Sold out |